JB
JB
James Britt is a registered investment advisor at Morgan Stanley, based in Vero Beach, FL, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
3525 Ocean Drive, Vero Beach, FL, 32963
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Regulatory History (2)
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Customer Dispute
September 2025Pending
Customer Dispute
December 2011Settled
Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
July 2007 - September 2010 · 3 yrs 2 mos
UBS Financial Services INC.Broker
May 2007 - September 2010 · 3 yrs 4 mos
Ust Securities CORP.Broker
May 2004 - May 2007 · 3 yrs
PNC Capital Markets, INC.Broker
July 2002 - February 2003 · 7 mos
State Registrations23 states
ALAZCACOCTDEFLGAINMAMDMINCNJNYPARISCTNTXVAVTWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.